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Brown Brothers Harriman & Co’s ProShares Ultra Russell2000 UWM Stock Holding History

Brown Brothers Harriman & Co’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-548
Closed -$12K – 854
2014
Q4 		$12K Hold
548
– – ﹤0.01% 683
2014
Q3 		$10K Buy
+548
New +$11.4K ﹤0.01% 670

Other funds holding UWM

GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OIM
Orca Investment Management Roseburg, Oregon $118M AUM 36.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return

Brown Brothers Harriman & Co's UWM Position: Q1 2015 in Review

Brown Brothers Harriman & Co sold out of ProShares Ultra Russell2000 (UWM) in Q1 2015, closing a stake of 548 shares — an estimated $12K sold.

Brown Brothers Harriman & Co first reported a position in UWM in Q3 2014 and held it in 2 quarters. The position peaked at $12K in Q4 2014. 47 funds tracked by Wall St. Rank hold UWM as of Q1 2015.

  • Brown Brothers Harriman & Co reported no remaining ProShares Ultra Russell2000 position as of Q1 2015 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 548 ProShares Ultra Russell2000 shares in Q1 2015, an estimated $12K.
  • Brown Brothers Harriman & Co first reported a position in ProShares Ultra Russell2000 in Q3 2014 and held it in 2 quarters.
  • Brown Brothers Harriman & Co's ProShares Ultra Russell2000 position peaked at $12K in Q4 2014.
  • 47 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2015.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2015, filed 15 May 2015.